KnollsCap

Compounding at teens+ without dogma, optimizing health and wellbeing, continuous learning, perspective

[KnollsCap @KnollsCap]

@jockowillink - Are you and JD going to conclude the Civil War Series? So dang good!

[KnollsCap @KnollsCap]

@Aggie_CIO @AggieCapitalist Competition, management trust / consistently disappointing, Olo decision not to take stock - but also the convert. Board should bring in new CEO and immediately address how they will handle convert.

[KnollsCap @KnollsCap]

$ECN.TO - Proxy confirms weak sauce process. Unclear why urgency to sell, cites 2023 (and "refreshed" 2024) market check to contact ZERO parties in 2025 post business and macro improvement, and no leverage against buyer group which was able to buy at low-end of prelim range

[KnollsCap @KnollsCap]

@ACapitalLP Wells Fargo

[KnollsCap @KnollsCap]

@ToffCap Andrew Rem has done a bunch of work on % recurring.

[KnollsCap @KnollsCap]

@AltaFoxCapital Worth speaking with Terry Pelzel at Barrow

[KnollsCap @KnollsCap]

@GHadjia What about Qu? Big win with Jack?

[KnollsCap @KnollsCap]

@KcrCap @KcrCap - what is argument for reasonably priced payments rev (particularly if "bundled" in broader offering) having a lower multiple? Is it greater risk of pricing compression or less moated?

US Fast food / chain sales have been resilient through economic downturn

[KnollsCap @KnollsCap]

@Bloomberg rant thread - have you cancelled your seat due to loss of Symphony? What are the most cost effective options to get script data?

[KnollsCap @KnollsCap]

$PAR - team is economically aligned to drive to profitability.

[KnollsCap @KnollsCap]

@Biohazard3737 Ladenburg is ax here. Email Lionel Leventhal - [email protected] or Nick Sturgis - [email protected] - and they'll point you in right direction

[KnollsCap @KnollsCap]

@AndrewRangeley @jonrice80 What makes Voss great?

[KnollsCap @KnollsCap]

@AggieCapitalist @jonrice80 @taylor_hndrson Congrats team - quite an achievement!

[KnollsCap @KnollsCap]

Congrats to @CapitalVoss team for an incredible decade of returns and achieving their AUM goal! I know the team has put everything into this business for past decade. Great job all!

@jonrice80
@AggieCapitalist

[KnollsCap @KnollsCap]

@AggieCapitalist Great call guys! $EXTR

[KnollsCap @KnollsCap]

Who is $TBRD's corporate cousel? They seem to be confusing a take-over with a shareholder's right to nominate directors. I mean this in earnest - they need help and it's concerning management is making such amateurish public statements.

[KnollsCap @KnollsCap]

Great work @DrugChannels shedding light on the absolute bizzarro world that is the US Rx channel. Why can't PBM simply negotiate the best price for its customers vs. using smoke/mirror "discount cards" (obviously rhetorical...it's the $$$$).

https://t.co/H3v3bn1xjU

[KnollsCap @KnollsCap]

It seems like the right time to go long a stock is when twittersphere calls for near-term BK despite company having multiple quarters/year+ cash, no secured debt / no covenants, and no maturities for several years.

[KnollsCap @KnollsCap]

@CapitalVoss @AggieCapitalist I approve this message! $TBRD needs urgency and someone who understands the shareholder perspective.

[KnollsCap @KnollsCap]

Frustrated $RMNI shareholders can at least celebrate our best-in-class troll press releases. Well done team!

https://t.co/H1c0rcLFFs